Category: Investment Articles

Beware of Soothsayers

I am often told there are “professionals” around us who claim to know the exact moment when things in the market are going to change; that somehow they always know the right time to get in or out of the market. To that comment I would engage in a bit of critical thinking to see where […]

State of Mind

America is aging.  Of course this only natural, given the baby boomer generation is now full steam ahead toward hitting the retirement age of 65 (or 66 is you ask Social Security!).  Today, 13.5% of Americans are 65 or older.  Eight years from now in 2020, it is expected that over 16% will be 65 […]

Lessons in Mutual Fund Flows

Since 2008, economic uncertainty and market volatility have tested the staying power of investors around the world. Many people fled equities during the worst months of the global financial crisis, while others waited for signs of a turnaround before investing more. Their emotional reactions may have exacted a large price on their wealth. The graph […]

Lullaby Part 3: You May Be Right

Here we present the third and last installment of our three-part blog entitled “Lullably: The Financial Markets Tease Us Back to Complacency”. This piece takes a retrospective on the market over the past three years, while offering a progressive commentary. Make sure to read Part 1: We’re Only Human and Part 2: Pressure. Click on […]

Lullaby Part 2: Pressure

Here we present the second installment of our three-part blog entitled “Lullably: The Financial Markets Tease Us Back to Complacency”. This piece takes a retrospective on the market over the past three years, while offering a progressive commentary. After publishing the third installment, the entire article will be made available in pdf form. Make sure […]

Lullaby Part 1: We’re Only Human

Over the next couple blog posts we will be doing a 3-part post entitled “Lullably: The Financial Markets Tease Us Back to Complacency”. This piece takes a retrospective on the market over the past three years, while offering a progressive commentary. After publishing the third installment, the entire article will be made available in pdf […]

Buyer Beware!

Buyer Beware! Don’t let them fool you…Advisors love crazy markets.  You see, this is the time they prey on the weak because they know that the research shows that money is on the move.  In fact, a Wall Street Journal column from October of 2008 tells us that 4 out of 5 investors were open […]

What am I supposed to do?

We recognize that over the past couple weeks we have posted quite a lot of content in several blog posts, and while we hope that you’ve found those posts to be insightful and informational, this week we’d like to do something a little different. This week will mark the first in a series of Question […]

Surviving a Volatile Market

In our last special post we covered some of the economic issues we have been facing in the financial markets this past week, that have created a renewed volatility that is reviving those all too familiar unwelcome feelings among many investors—feelings of anxiety, fear, and a sense of utter powerlessness. While these are completely natural […]

Six Hundred and WHAT?!?!

The widely reported Dow Jones Industrial Average lost over 600 points yesterday, mostly in response to speculation over what is to come as a result of the S&P downgrade of US Government Debt. Interestingly, the same agency that was scrutinized for not calling attention to possible problems leading into the 2008 financial crisis is now […]